Moving from StreetSmart Pro to StreetSmart Edge FAQ

Here are some frequently asked questions about moving from StreetSmart Pro® to StreetSmart Edge™:

 

What to expect...
What if I want to continue to use StreetSmart Pro or use both StreetSmart Pro and StreetSmart Edge?

Downloading StreetSmart Edge will not change your existing installation of StreetSmart Pro. By downloading StreetSmart Edge you will be provided access to Schwab's newest trading platform while retaining full access to StreetSmart Pro. Downloading, and creating layouts in StreetSmart Edge will have no effect on your existing StreetSmart Pro layouts.

To run both platforms side-by-side, please reference Schwab's recommended system requirements to ensure that your system has the necessary resources to run both platforms.

Are there additional fees associated with trading using StreetSmart Edge? No, StreetSmart Edge has the same fee structure as trading on Schwab.com and StreetSmart Pro.
Account Details and Orders
How do I get my account balances, positions and transaction history in to StreetSmart Edge? StreetSmart Edge will automatically provide access to your account balances, positions, transaction history and alerts. This information can be found within the Account Details tool. You will access your Conditional Orders, like Trailing Stops and Brackets by clicking the Order Status tab.
If I place an equity or option order in StreetSmart Pro, StreetSmart.com® or Schwab.com, will I see it in StreetSmart Edge and vice versa? Yes, equity and option order information is viewable and open orders can be changed or cancelled across all of Schwab's trading platforms.
Benefits of Upgrading
Learning a new platform takes time. What benefits will I receive by using StreetSmart Edge?

StreetSmart Edge uses natural workflows and brings commonly used features to the forefront to deliver a sophisticated yet easy-to-use experience. Layouts are more user-friendly, easier to navigate and more visually appealing. Many Traders will benefit from the improved workflow, and great new tools. Some of the new features you will see are:

  • Symbol Hub which links the most popular trade tools together so you can get started without having to add individual tools to your layouts.
  • The Mini Chart Carousel at the bottom of Symbol Hub that allows you to flip through the list of most recently viewed symbols.
  • You can save Chart tabs, Watch Lists, and layouts as individual files that you can keep as a record or email to friends.
  • You can drag individual tools to other monitors to create secondary layout containers on other monitors. This gives you the flexibility to customize your workspace to best meet your needs and support your strategy.
  • StreetSmart Edge has integrated fundamental data in the platform so you do not have to navigate to Schwab.com. You can access data like P/E ratio, dividend yield, and earnings quickly, when you need it.
  • Option traders can now chart Options, get Options Participant Top of Book data and view customized sets of data in one place; reducing the time it takes to go from research to trade.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Multiple leg options strategies will involve multiple commissions. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Member SIPC

What type of help and guidance can I receive for the StreetSmart Edgeplatform?

You can start out using the Demo Mode, which is available every time you log into StreetSmart Edge. Demo Mode will allow you learn how to use StreetSmart Edge's trading tools and submit safe simulated trades using live market data. We recommend you use Demo Mode to familiarize yourself with the features in StreetSmart Edge or anytime you are trying out a new trading tool or strategy.

Go to the Getting Started Guide in the Help menu or you can access the user manual as you are now.

Visit the Trading Seminars & Articles page on Schwab.com for articles, seminars and information on technical trading, risk management, and investing strategies.

Your Active Investor Representative can answer your questions via either Live Help instant message chat, or phone at 1-800-435-9050.

How different will my layout look in StreetSmart Edge? Can I just copy my existing layout from StreetSmart Pro?

Although you will not be able to migrate the exact layout of StreetSmart Pro, StreetSmart Edge functionality makes layouts more user-friendly, easier to navigate and more visually appealing. Sample layouts are provided with the StreetSmart Edge application and new tools and features allow you to quickly and easily customize layouts.

How can I import my Watch Lists? To help make layout set up a little easier, you have the ability to open your StreetSmart Pro Watch Lists in Edge.
How can I import by Alerts? To recreate your Alerts in StreetSmart Edge, go to the Alerts tab in the Account Details window and activate the Alerts.